We're hiring a Licensed Senior Administrative Assistant to keep a busy private wealth practice running smoothly. You'll be the first point of contact for our clients and the person who makes sure every account, file and follow-up is handled correctly.
iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and business owners. That means real responsibility, direct access to the advisor, and room to shape how the office runs.
What you'll do
- Greet and support clients by phone, email and in person with professionalism and warmth
- Open, update, and maintain client accounts, including KYC updates, account transfers, and account documentation
- Prepare meeting packages, reports, and correspondence for client reviews
- Keep the CRM (Salesforce) accurate and current: contacts, notes, tasks, and follow-ups
- Manage the advisor's calendar, client meetings, and reminders
- Maintain organized, compliant, electronic, and paper files
- Build and maintain tracking spreadsheets in Excel
- Process paperwork and support compliance requirements with careful attention to detail
- Once licensed, assist with trade entry and account activity under the advisor's direction
- Suggest and help implement better systems and workflows for the practice
What you bring
- University degree
- At least 5 years of administrative experience, ideally in financial services, or a professional office
- Exceptional attention to detail and strong organizational skills
- Fluency with computer systems, including CRM software (Salesforce), Microsoft Office, Outlook and Excel
- Strong electronic file management habits
- Confidence working with clients in a professional, confidential environment
- An entrepreneurial spirit: you take initiative, solve problems and care about the success of the practice
Nice to have
- Already licensed as an assistant, or ready to become licensed
- Experience in a CIRO-regulated investment firm
- Familiarity with client onboarding, KYC and account administration
What we offer
- Term:Full-time with flexibility, Permanent position
- Pay:Starting at a base of $30/hour + Benefits
- Bonus:Performance bonuses
- A professional, supportive team environment with room to grow as the practice grows
We thank all applicants. Only those selected for an interview will be contacted.
